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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Rupesh Parikh | Oppenheimer | 11 | 0% |
| Chris Carey | Wells Fargo | 9 | 11% |
| Steve Powers | Deutsche Bank | 9 | 22% |
| Peter Grom | UBS | 9 | 11% |
| Olivia Tong | Raymond James | 8 | 0% |
| Andrea Teixeira | JPMorgan | 8 | 0% |
| Javier Escalante | Evercore ISI | 7 | 0% |
| Bonnie Herzog | Goldman Sachs | 6 | 33% |
| Kevin Grundy | BNP Paribas | 6 | 0% |
| Dara Mohsenian | Morgan Stanley | 5 | 20% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Oppenheimer | 1 | 11 | 0% |
| Deutsche Bank | 1 | 9 | 22% |
| Wells Fargo | 1 | 9 | 11% |
| UBS | 1 |
| 9 |
| 11% |
| JPMorgan | 1 | 8 | 0% |
| Raymond James | 1 | 8 | 0% |
| Evercore ISI | 1 | 7 | 0% |
| Goldman Sachs | 1 | 6 | 33% |
Church & Dwight delivered a strong Q1 with organic sales growing 5%, well above the approximately 3% outlook, driven by volume and record distribution gains as the number one across all CPG. Adjusted EPS of $0.95 was up 4.4%, beating the $0.92 outlook, with adjusted gross margin expanding 130 basis points to 46.4%. ARM & HAMMER laundry reached record shares, and TheraBreath and Hero continued outsized growth. Full-year 2026 guidance was reiterated.
Competitive Dynamics | Revenue Growth | Pricing | Demand | Capital Allocation | Product Launch | M&A | Inventory | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 3 | 3 | 1 | 3 | |||
| 2025Q1 | 12 | 6 | 7 | 5 | 5 | 2 | 3 | 5 |
| 2025Q2 | 10 | 7 | 5 | 3 | 4 | 3 | 1 | 1 |
| 2025Q3 | 9 | 7 | 6 | 3 | 2 | 1 | 4 | 2 |
| 2025Q4 | 3 | 4 | 2 | 2 | 3 | 2 | 1 | |
| 2026Q1 | 3 | 5 | 5 | 3 | 2 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 4 | 12 | 10 | 9 | 3 | 3 |
| Revenue Growth | 3 | 6 | 7 | 7 | 4 | 5 |
| Pricing | 7 | 5 | 6 | 2 | 5 | |
| Demand | 3 | 5 | 3 | 3 | 3 | |
| Capital Allocation | 1 | 5 | 4 | 2 | 2 | 2 |
| Product Launch | 3 | 2 | 3 | 1 | 3 | |
| M&A | 3 | 1 | 4 | 2 | 2 | |
| Inventory | 5 | 1 | 2 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CHD Church & Dwight | 6 | +0.1% | |
| CL Colgate-Palmolive | 7 | +8.4% | |
| CLX Clorox | 4 | +0.1% | |
| EL Estée Lauder Companies (The) | 9 | +4.6% | |
| KMB Kimberly-Clark | 5 | -14.0% | |
| KVUE Kenvue | 7 | +4.5% | |
| PG The Procter & Gamble Company | 5 | +7.4% |